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Oxinas Partners Wealth Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Oxinas Partners Wealth Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766K Buy
14,928
+4,758
+47% +$244K 0.3% 66
2026
Q1 		$521K Buy
+10,170
New +$527K 0.24% 76

Other funds holding USIG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Oxinas Partners Wealth Management's USIG Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 47% in Q2 2026, buying an estimated $244K and bringing the position to 14,928 shares worth $766K. The position accounts for 0.3% of the portfolio, ranked #66.

Oxinas Partners Wealth Management first reported a position in USIG in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Oxinas Partners Wealth Management held 14,928 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $766K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 4,758 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.3% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.